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Recent Conversations
Conversations 1 - 20 of 2266
Photo of David Asher - Avrion
Case Creation Emails - Merge Fields (UDF's)
It appears that if a Case creation email template contains User Defined Fields and a case is assigned to a different user at point of cre...
  • 1 me too
  • 0 replies
  • Problem
Photo of Benoit Breton
How to turn off the billing function?
We are a non for profit organisation. When creating an incident in the Client Service module, we would like to eliminate all reference to...
  • 1 me too
  • 2 replies
  • Question
Photo of Byron Cronk
delete a note
How do I delete a note that was made in error? the Delete icon is not highlighted?
  • 1 me too
  • 1 reply
  • Question
Photo of David Asher - Avrion
System fails to search
We have a common problem in that the software will randomly fail to search or display any Address Book entries \ Hotlist tasks. Likewise ...
  • 1 me too
  • 0 replies
  • Problem
Photo of Brian Gilbert
Word Field Codes no longer updating from Maximizer
While we are running Maximizer 17, we are still using Word documents with the old style merge codes from Maximizer 11.  We are running Of...
  • 1 me too
  • 0 replies
  • Problem
Photo of Julie
Can an Opening balance expression be put into a SSRS Report
I have a SSRS Report that is an Opportunity Summary.I want to know if it is possible to put in a SSRS expression that calculates all inpr...
  • 1 me too
  • 3 replies
  • Question
Photo of Sam
How can I view logged in web users?
Hi Jason Is there a way to view logged in web users on an address book? Cheers Sam
  • 1 me too
  • 3 replies
  • Question
Photo of Sandra Bates
Max CRM Live Mobile - How to send group email?
Is there a way to send group emails on the max live mobile platform? Our of our sales are "group" sales. I have the Save Search on my hom...
  • 1 me too
  • 1 reply
  • Question
Photo of Jonathan Spicer
I have two UDF Date fields, is it possible to make a rule so that a date cannot be entered into the 2nd UDF unless the 1st contains a date
UDF
  • 1 me too
  • 2 replies
  • Question
Photo of Nigel
SQL server
We would like to migrate the maximizer database from SQL version 2012 SP4 (extended support) to either SQL server version 2017 CU2(14.0.3...
  • 1 me too
  • 1 reply
  • Question
Photo of Shezad
Telephone Preference Service.
  We have received an official complaint that our telemarketing team have called a number where the subscriber is registered with the Tel...
  • 1 me too
  • 1 reply
  • Question
Photo of Sheraz
SPF Record or Sender Policy Framework for Fraud Detection...
Why Maximizer SPF record? The main reason of having SPF record in your domain is to prevent spammer sending messages with Forged from...
  • 2 me toos
  • 0 replies
  • Article
Photo of Dave
Urgent No records found
Upgraded to 2018 Enterprise yesterday, went good and was working for a little while.  We are using in a local live environment.  Now maxi...
  • 1 me too
  • 2 replies
  • Problem
Photo of Yiannis
How do I global edit the dates of a couple hundred notes?
How do I global edit the dates of a couple hundred notes? I have some notes that were imported.  They got the date they were imported.  ...
  • 1 me too
  • 1 reply
  • Question
Photo of Cristina Donato
Outlook and Word Integration on a MAC computer
I am on Maximizer CRM Live on a MAC computer. How do I install both the Word and Outlook Integrations?
  • 1 me too
  • 1 reply
  • Question
Photo of Jean-Baptiste Loubert
Integration of a quoting system with MySQL and PHP
Hello, I developped a quoting system with MySQL and PHP, and I would like to integrate it with maximizer. Is this possible ? Thank yo...
  • 1 me too
  • 1 reply
  • Question
Photo of Yiannis
How about make the Calendar Always Viewable, regardless of what window is open?
How about make the Calendar Always Viewable, regardless of what window is open? Also, if you could do the same with notes. Thanks Yia...
  • 1 me too
  • 2 replies
  • Idea
Photo of Samantha Moore
Reassingn opportunity to another customer
We work in the construction industry and at tender stage our correspondence is with either the architect or various contractors and then ...
  • 1 me too
  • 2 replies
  • Question
Photo of Sharie Clark
Print labels
How can I print name and address labels from a Favourites List?
  • 1 me too
  • 1 reply
  • Question
Photo of Rick Ermen
Calendar is displaying wrong time
When a new appointment is added using Time Zone UTC+1, the appointment is added in UTC time in the Calendar. When editing the appointment...
  • 1 me too
  • 1 reply
  • Problem